SWM

Seed Wealth Management Portfolio holdings

AUM $145M
1-Year Est. Return 14.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$282K
3
+$79.6K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$3.69K

Top Sells

1
+$2.37M
2
+$2.12M
3
+$1.47M
4
MSFT icon
Microsoft
MSFT
+$1.1M
5
AMZN icon
Amazon
AMZN
+$1.1M

Sector Composition

1 Technology 8.84%
2 Financials 3.95%
3 Healthcare 2.28%
4 Consumer Discretionary 1.28%
5 Communication Services 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$496K 0.34%
11,549
-66
52
$490K 0.34%
11,945
-300
53
$478K 0.33%
4,635
-3,120
54
$474K 0.33%
9,900
55
$473K 0.33%
644
-1,226
56
$466K 0.32%
1,533
-799
57
$466K 0.32%
603
-871
58
$450K 0.31%
22,550
-800
59
$446K 0.31%
2,330
-900
60
$444K 0.31%
900
-180
61
$437K 0.3%
8,700
62
$424K 0.29%
11,000
-2,430
63
$419K 0.29%
1,770
-1,915
64
$410K 0.28%
1,012
-1,221
65
$406K 0.28%
8,000
66
$383K 0.26%
3,394
-2,349
67
$369K 0.26%
1,683
68
$357K 0.25%
781
-730
69
$356K 0.25%
12,858
70
$355K 0.25%
1,700
-740
71
$335K 0.23%
970
72
$326K 0.23%
5,680
-1,450
73
$324K 0.22%
2,929
74
$318K 0.22%
4,650
-5,780
75
$317K 0.22%
3,580
-3,300
1 2
3
4 5